Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$31.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,765
New
Increased
Reduced
Closed

Top Buys

1 +$2.01B
2 +$1.41B
3 +$978M
4
JPM icon
JPMorgan Chase
JPM
+$714M
5
TSLA icon
Tesla
TSLA
+$626M

Top Sells

1 +$1.68B
2 +$1.41B
3 +$1.22B
4
AMZN icon
Amazon
AMZN
+$855M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$550M

Sector Composition

1 Technology 34.36%
2 Financials 12.76%
3 Consumer Discretionary 11.44%
4 Communication Services 8.74%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AISP
3401
Airship AI Holdings
AISP
$114M
$210K ﹤0.01%
35,643
+26,907
EWL icon
3402
iShares MSCI Switzerland ETF
EWL
$1.37B
$210K ﹤0.01%
3,824
-9,700
XJAN icon
3403
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
$43.6M
$210K ﹤0.01%
6,001
+1,605
RPT
3404
Rithm Property Trust
RPT
$113M
$210K ﹤0.01%
77,674
+58,043
DHX icon
3405
DHI Group
DHX
$85.8M
$209K ﹤0.01%
70,154
ROBO icon
3406
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$209K ﹤0.01%
3,500
-1,112
COE
3407
51Talk Online Education Group
COE
$247M
$208K ﹤0.01%
+6,308
EEX icon
3408
Emerald Holding
EEX
$791M
$208K ﹤0.01%
42,726
+9,326
ITRN icon
3409
Ituran Location and Control
ITRN
$729M
$208K ﹤0.01%
5,370
-23
RXT icon
3410
Rackspace Technology
RXT
$278M
$208K ﹤0.01%
162,866
+72,461
XLG icon
3411
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$208K ﹤0.01%
4,000
FAUG icon
3412
FT Vest US Equity Buffer ETF August
FAUG
$1.01B
$207K ﹤0.01%
4,225
+2,784
FJUL icon
3413
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
$207K ﹤0.01%
3,993
-139
FINX icon
3414
Global X FinTech ETF
FINX
$269M
$206K ﹤0.01%
6,020
DOCT icon
3415
FT Vest US Equity Deep Buffer ETF October
DOCT
$307M
$205K ﹤0.01%
5,003
+3,282
DSEP icon
3416
FT Vest US Equity Deep Buffer ETF September
DSEP
$272M
$205K ﹤0.01%
4,832
-209
AOMR
3417
Angel Oak Mortgage REIT
AOMR
$223M
$204K ﹤0.01%
21,658
+8,744
DJUL icon
3418
FT Vest US Equity Deep Buffer ETF July
DJUL
$407M
$204K ﹤0.01%
4,589
+2,112
DNOV icon
3419
FT Vest US Equity Deep Buffer ETF November
DNOV
$335M
$204K ﹤0.01%
4,568
+1,106
GOCT icon
3420
FT Vest US Equity Moderate Buffer ETF October
GOCT
$219M
$204K ﹤0.01%
5,592
+885
GSEP icon
3421
FT Vest US Equity Moderate Buffer ETF September
GSEP
$214M
$204K ﹤0.01%
5,572
+5,170
SDY icon
3422
State Street SPDR S&P Dividend ETF
SDY
$20B
$204K ﹤0.01%
+1,500
EWU icon
3423
iShares MSCI United Kingdom ETF
EWU
$2.92B
$203K ﹤0.01%
5,108
-4,400
FRD icon
3424
Friedman Industries
FRD
$161M
$203K ﹤0.01%
12,239
+12,205
XISE icon
3425
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$59.5M
$203K ﹤0.01%
6,677
+51